Investment Strategies

XY Investments pursues steady returns in different stages of the market cycle. Our A share investment strategies scientifically combine quantitative macro timing and quantitative stock selection. The strategies are originated based on theories of economics, finance, accounting, statistics, verified through historical backtesting, implemented under comprehensive risk control procedures.

Our approach starts with quantitative analysis on the following four main areas: macro, policy, market sentiment, and fundamentals, to decide the optimal allocation of stocks, bonds, and cash. Next, we build alpha models to analyze individual stocks based on multiple factors including value, growth, earnings quality, analyst evaluation, market sentiment, market momentum. Lastly, we optimize the combined strategy through our proprietary risk model framework.